Broadleaf Growth Equity Portfolio

The Broadleaf Growth Equity Portfolio holds roughly thirty individual equity securities and is appropriate for clients seeking exposure to a growth oriented investment style for a portion of their overall investment portfolio. All client portfolios are separately managed.

We manage the portfolio using a proprietary investment strategy which incorporates our top-down macroeconomic views coupled with company specific, bottoms-up fundamental considerations.  The portfolio’s objective is to outperform the S&P 500 over a full market cycle – typically three to five years.

The Broadleaf Growth Equity Portfolio’s goal is to outperform the S&P 500 and Russell 1000 Growth indices over a three to five year time horizon or full market cycle. It is suitable for investors seeking an exposure to an all-cap, concentrated equity investment style which may be more volatile than the market as a whole.

Investors should consider it as a portion of their investment portfolio, within the context of their overall asset allocation. For additional details, including top holdings, portfolio statistics and our market outlook, please refer to our most Recent Performance and Market Commentary.

Our investment process follows three basic steps in which we CREATE the initial portfolio, MANAGE it on an ongoing basis, and CRITIQUE our results after the fact.

Starting with our favorite 25-35 growth stocks, we create a portfolio that is designed to outperform the S&P 500 over the forecast period. We then manage this portfolio by closely following earnings trends, tracking performance of individual holdings through different market environments, and employing our rigorous sell discipline. Over time, we critique the investment returns, as well as the changes we’ve made, to ensure we’re adding value and improving investor outcomes in the future.

Account Minimum

The minimum account value for the Broadleaf Growth Equity Portfolio is $250,000.

Fee Structure

Fees are 1% of assets under management, billed quarterly in arrears. Breakpoints are available at specific asset levels.

Custodian

Broadleaf Partners, LLC does not directly hold client assets, but maintains custodial relationships with other firms including Charles Schwab, Fidelity, Huntington, KeyBank, Northern Trust, PNC and Wells Fargo. In certain circumstances, Broadleaf can explore relationships with your preferred custodian if it is not one of the aforementioned.

Broadleaf Strategic Investment Portfolios

The Broadleaf Strategic Investment Portfolios (STRIPs) are a group of three actively managed investment portfolios created for investors of varying risk tolerances and investment objectives.  All client portfolios are separately managed and follow one of the three actively managed investment models.

Each STRIP utilizes the same proprietary investment strategy employed in the management of The Broadleaf Growth Equity Portfolio and couples it with the use of additional asset classes and investment strategies to meet the specific objectives of each model, allowing for broader portfolio diversification. Each model may include individual stocks, bonds, cash, mutual funds and exchange traded funds.

Our strategies utilize a risk adjusted approach that is suitable for investors that would like to place their entire investment portfolio under our management rather than just their growth equity allocation.   The key here is that your portfolio is designed to meet your specific needs, objectives and risk tolerances. After working with you to determine your risk profile, we will then manage your account on a fully discretionary basis following the Strategic Investment Portfolio (STRIPS) that fits your profile.

The types of investments we use may include the Broadleaf Growth Equity Portfolio, other style based mutual funds, international investments, fixed income securities, and exchange traded funds, among others.

Account Minimum

The minimum account value for the Broadleaf Strategic Investment Portfolios (STRIPs) is $100,000.

Annual Reviews

To see our STRIPs Annual Reviews, please visit our Reviews page.

Fee Structure

Fees are 1% of assets under management, charged quarterly in arrears. Breakpoints are available at specific asset levels.

Custodian

Broadleaf Partners, LLC does not directly hold client assets but maintains custodial relationships with Charles Schwab for all STRIPs accounts.

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